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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,764 | $59,448-92.0% | $93,696-94.9% | $74,459-93.6% |
| Participation rate | 89.5% | 59.6%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 15.21% | 82.11%-66.9pp | 133.74%-118.5pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,506 | $3,052-50.6% | $4,417-65.9% | $4,350-65.4% |
| Admin fee / account holder | $57 | $3,027-98.1% | $8,287-99.3% | $1,945-97.1% |